We start by understanding the story of your life. We plan for the person you are, not just the money you have.

We believe that in life, not everything that counts can be counted.

Because Life is for living.

FINANCIAL ADVICE

Wherever you are in your financial journey, you deserve the best financial advice: it will make all the difference.

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Life is for living

SEE HOW PATRICK AND HIS TEAM ARE CHANGING ORDINARY AUSSIES' LIVES

WHAT IS FINANCIAL ADVICE?

Put simply, financial advice is getting a better understanding of where you stand financially and comparing it to where you would like to be in the future. ipac Western Australia’s financial planners are some of the best at designing a personalised strategy to help you meet your goals.

Since 1986 ipac WA’s award-winning financial planners have been providing people with quality financial advice to help them meet their long & short term goals. Our experience, transparency and personalisation is second to none with regard to financial planning in Perth.

WHY DO PEOPLE GET FINANCIAL ADVICE?

Financial advice means different things to different people. In the end, financial advice is all about you. It could be:

Your Privacy & iPAC

ipac securities limited (ipac) understands that privacy is important to its clients. Being part of the AMP Group means we are subject to the principles outlined within their Privacy Policy (The Privacy Policy) which we have adopted from July 2015. Please click here to download a copy of The Privacy Policy.

The Privacy Policy explains how we comply with the Australian Privacy Principles, which have been established under the Privacy Act 1988 (Cth). The Privacy Policy covers:

why we need to collect your personal information

the types of personal information we collect, and how it is collected

how we protect your personal information, and who it could be disclosed to

specific issues relating to privacy and the use of the internet.

Contacting ipac about privacy

We always welcome feedback about client experiences, as we know things don’t always go the way they should. If you:

have a general enquiry about how personal information is collected or used

would like to access or update your personal information

wish to make a complaint relating to privacy

You can contact us directly as set out below. We are committed to doing the right thing by you and we will respond as soon as possible.